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  • RE:  Thriving Accounting And Tax Practice
  • Contact:  Mark Bernecker

Quick Facts

Asking Price: $150,000
Annual Revenue: $133,820
Net Profit: Not Disclosed
Cash Flow: $119,545
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: Not Disclosed
Employees: Not Disclosed
BBN Listing #: 996160
Broker Reference #: 9525-772478

Email or Print Listing

Business Overview:

This is a rare opportunity to acquire the tax client portfolio of a well-established and reputable accounting firm with over 25 years of service. The practice has built strong, long-standing relationships with a diverse mix of individual and small business clients, primarily focused on tax preparation and planning.
The seller is divesting only the tax portion of the business to streamline operations and focus on other service areas. This opportunity is ideal for an independent CPA or an existing firm looking to expand its tax client base with minimal marketing effort. The owner is willing to assist with a structured transition to help ensure strong client retention.

Contact the Seller:

To request more information regarding this listing, simply check the ADD TO REQUEST INFO BASKET button (above Quick Facts) and when you are done searching and have made all your selections, simply click on the REQUEST FREE INFO button at the bottom of this page.

Reason for Selling:

Other. Kindly ask the seller for more information.

Additional Details:

  • The property is Leased.
  • This is not homebased business opportunity.
  • This is not a franchise resale opportunity

Relevant Links:

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